碧桂园服务2024中期报告

:6098 2024 238 440 944 30 202443 202443202443 Cricket Square, Hutchins DriveP.O. Box 2681Grand CaymanKY1-1111Cayman Islands 202443 114 202443 202443 Conyers Trust Company (Cayman) LimitedCricket Square, Hutchins DriveP.O. Box 2681Grand CaymanKY1-1111Cayman Islands 202443202443202443202443 1617 * 202482220248222024822 22 202443202443 * 126 13201 4018B11 www.bgyfw.com 6098 2018619 21,046.24,453.41,545.61,440.443.09 AIoT 870326395.613.82.71,569 + + (Environmental)(Social)(Governance) 2024202420242024ESGTOP102024 (i)(ii)(iii)(iv)(v)(vi) 12,751.94.6%1.860.6% 20246301,634.91,005.695.490.67,6953140.7% 102312100%7,6325,0231,5692.7 5.613.8 48.7%1365% 1,997.89.5% (i)(ii)(iii)(iv)(v) 1+N+X623030200130 355.51.7%(i)(ii)(iii)(iv) 2018202463095.490.62,467.2877.4 39413.58 2,170.0474.611.3 (i)(ii)(iii)(iv)331.6 100500M3 1+N+X+ + +1+N+X AI (i)(ii)(iii)(iv)(v)(vi) 2024630202363020,733.11.5%21,046.2202363019,822.54.8%20,779.1 2023820236 3019,822.56.7%21,143.7 202363012,187.54.6%12,751.960.6%202358.8% (i)(ii)1 1 20246 302023916.089.61,005.6 20236301,884.26.0%1,997.89.5%20239.1% (a)2023630823.41,058.828.6%(b)2023630390.8362.07.4%(c)2023630306.7294.44.0%(d)2023630227.0146.735.4%(e)2023630136.3135.90.3% 20236 30971.8355.563.4%1.7%20234.7% 20236301,888.72,467.230.6%11.7%20239.1% 2023630812.2877.48.0%4.2%20233.9% (i)(ii) 20236302,394.32,170.09.4%10.3%202311.5% 2023630534.3331.637.9%1.6%20232.6% 2023 (i)(ii)(iii)(iv)(v)(vi)(vii)(viii)(ix)(x)(xi)(xii)(xiii)(xiv)(xv)(xvi)(xvii)(xviii)16,592.8202363015,575.56.5% 20236305,157.7704.34,453.413.7% 202363024.9%3.721.2%(i)20238(ii) (i)25.3%202327.4% (i) 202363026.0%3.122.9% (i)20238(ii) (i)202363029.2%0.728.5% 202363048.7%9.739.0% (iii) 202363013.2%19.7-6.5% (i)20238(ii) (i)202363013.3%11.51.8% (iv) 20236307.2%2.59.7% 20236308.3%1.66.7% (v) 202363021.1%5.116.0% (vi) 202363038.4%7.431.0% 185.12023630155.918.7% 1,793.920236301,815.61.2%20238.8%0.38.5% 20239.2%0.68.6% 117.52023630281.958.3% -119.7202363094.8214.5 3.520236302.41.1 488.22023630779.737.4% 1,545.620236302,488.637.9% 1,440.420236302,351.238.7% 105.220236 30137.423.4% *1,840.020236302,695.331.7% 270.320236302,192.087.7%(i)2024630(ii)(iii) 20246 3023,360.72023123123,927.3566.6 20246 304,328.6202312314,318.010.6 20246 3018,500.92023123116,378.52,122.4 20246302,671.2202312312,757.986.768.6 202312313,805.220246303,954.2149.0 20246 301,086.020231231807.7278.3 202312317,591.520246307,359.2232.3 20246307,971.3202312317,216.3755.0 (i)(ii)(iii)(iv) 202312316,029.820246306,311.7 20246301,206.3202312311,569.5 202312312024630 202463012,290.32023123112,939.3649.0 304.820231231302.1 202463010,218.1202312319,485.91.4202312311.4 2024630206,20920231231213,7127,588.9 20209 2820203,091,0002020 20247 920242020202024,792,0002024722202460225,350,000 20242024202420242024 2024 2024630728807,461 ESG 20246 2024630 202463028 202312 312.192.4127.2729.94984,854,0002024662024830 20246302023630 202463033 (1)(2) 202427 20242 7China-net Holding Ltd.China-net Holding Ltd.China-net Holding Ltd. 2023116202427202427 2024432024432024433.05202443202443202443 20242020 20244 32020202420242024792020202024,792,0002024432024792024619 60% 20247 22One Supreme LimitedOne Supreme202010 30One Supreme25%67.5%2024722 20247 22202479202460225,350,000225,350,0000.00012024722 3.21 2410 C1 2024630 20248 22 C320246 30 20246 30 13.51B(1) 20241 1128,40020241180,000 202463218 2024619 202363013.51B (1) 2024630 20246 30XV352 20246303,343,020,336 (1)20246 30Fortune Warrior Global LimitedFortune Warrior418,332,094125,363,139Fortune WarriorFortune Warrior20237 29674,640,8671,218,336,100 (2)0.94 (3)240,0001,000,667 (4)3720205,558750,200 (5)50.07 (1)20216 17HH2021715H2021819H12024630178,102,160 (2)1.8520247120336152,520,00040%20247 130%20254130%2026412024630674,149,989 202463018 20246 30336XV23 LS 20246303,343,020,336 (1)(2)20237 29674,640,867674,640,867(3)674,640,867Harvest Blossom Limited900,000Harvest Blossom Limited 2024630XV23336 2020 20209 282020102030927202479202420202020 (i) ••• (ii) ••• (iii) •202082,780,000 •202010%•202030% 20247920202020 (iv) 1220201% (v) 20202020 (vi) 1.00 (vii) •••95% (viii) 2020202092820247920202024792020 (ix) 2020 20209 2820213 2320223 307365440.1%20223 30202132320213232022330 2024792020202024,792,000 (1)(a)2020123140%(b)2021123130%(c)2022123130% (2)2020928574*6153,900,000(1)42,400,000(a)2021123140%(b)2022123130%(c)2023123130% * (3)202233053,240,00021,600,000(a)2021123140%(b)2022123130%(c)2023123130%1,640,000(a)2022123140%(b)2023123130%(c)2024123130%1220213 231,600,00072.402020 (4)20244 (5)20202020928422021202312022 (6)-14.042023-92.4720244 26202341.19 (7) (8)20241120246302020202034,636,00037,727,000 (9)2020 (10)20247 92020202024,792,000 2020 1. 20181242219613 Cricket Square, Hutchins Drive, PO Box 2681, Grand Cayman, KY1-1111, Cayman Islands 2024630 2. 34202312312